Utilities SPDR shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 146k | 80.78 |
| 2024-03-31 | $8.7M | 133k | 65.65 |
| 2023-12-31 | $7.2M | 111k | 65.00 |
| 2023-09-30 | $7.1M | 121k | 58.93 |
| 2023-06-30 | $12M | 66k | 189.07 |
| 2023-03-31 | $8.4M | 124k | 67.69 |
| 2022-12-31 | $9.9M | 141k | 70.50 |
| 2022-09-30 | $10M | 153k | 65.51 |
| 2022-06-30 | $11M | 153k | 70.13 |
| 2022-03-31 | $11M | 152k | 74.46 |
| 2021-12-31 | $11M | 150k | 71.58 |
| 2021-09-30 | $9.4M | 147k | 63.88 |
| 2021-06-30 | $9.5M | 151k | 63.23 |
| 2021-03-31 | $9.9M | 154k | 64.04 |
| 2020-12-31 | $10M | 163k | 62.70 |
| 2020-09-30 | $10M | 173k | 59.38 |
| 2020-06-30 | $10M | 184k | 55.41 |
| 2020-03-31 | $10M | 184k | 55.41 |
| 2019-12-31 | $12M | 188k | 64.62 |